Supplemental Annuity Collective Trust (SACT) of New Jersey’s Otis Worldwide OTIS Stock Holding History

Supplemental Annuity Collective Trust (SACT) of New Jersey’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,639	Closed	-$203K	–	307
2026 Q1	$203K	Sell	2,639 -1,661	-39%	-$145K	0.06%	288
2025 Q4	$376K	Hold	4,300	–	–	0.1%	178
2025 Q3	$393K	Hold	4,300	–	–	0.1%	170
2025 Q2	$426K	Hold	4,300	–	–	0.12%	161
2025 Q1	$444K	Hold	4,300	–	–	0.14%	151
2024 Q4	$398K	Hold	4,300	–	–	0.12%	173
2024 Q3	$447K	Hold	4,300	–	–	0.13%	162
2024 Q2	$414K	Hold	4,300	–	–	0.13%	166
2024 Q1	$427K	Hold	4,300	–	–	0.13%	170
2023 Q4	$385K	Hold	4,300	–	–	0.13%	170
2023 Q3	$345K	Hold	4,300	–	–	0.13%	171
2023 Q2	$383K	Hold	4,300	–	–	0.14%	166
2023 Q1	$363K	Hold	4,300	–	–	0.14%	170
2022 Q4	$337K	Hold	4,300	–	–	0.14%	174
2022 Q3	$274K	Hold	4,300	–	–	0.12%	185
2022 Q2	$304K	Hold	4,300	–	–	0.12%	190
2022 Q1	$331K	Hold	4,300	–	–	0.11%	198
2021 Q4	$374K	Hold	4,300	–	–	0.11%	187
2021 Q3	$354K	Hold	4,300	–	–	0.12%	189
2021 Q2	$352K	Hold	4,300	–	–	0.11%	194
2021 Q1	$294K	Hold	4,300	–	–	0.1%	201
2020 Q4	$290K	Hold	4,300	–	–	0.11%	196
2020 Q3	$268K	Hold	4,300	–	–	0.11%	185
2020 Q2	$244K	Buy	+4,300	New	+$223K	0.11%	189

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Supplemental Annuity Collective Trust (SACT) of New Jersey's OTIS Position: Q2 2026 in Review

Supplemental Annuity Collective Trust (SACT) of New Jersey sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,639 shares — an estimated $203K sold.

Supplemental Annuity Collective Trust (SACT) of New Jersey first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $447K in Q3 2024. 883 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Supplemental Annuity Collective Trust (SACT) of New Jersey reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Supplemental Annuity Collective Trust (SACT) of New Jersey sold 2,639 Otis Worldwide shares in Q2 2026, an estimated $203K.
Supplemental Annuity Collective Trust (SACT) of New Jersey first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
Supplemental Annuity Collective Trust (SACT) of New Jersey's Otis Worldwide position peaked at $447K in Q3 2024.
883 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Supplemental Annuity Collective Trust (SACT) of New Jersey's 13F filing for Q2 2026, filed 27 Jul 2026.